Oracle Financial Services Data Foundation Application Pack ...

Oracle Financial Services Data Foundation Application Pack

Installation Guide

Version 8.0.3.1.0

Oracle Financial Services Software

ii

Introduction

This document includes the necessary instructions to apply 8.0.3.1.0 Maintenance Release for

Oracle Financial Services Data Foundation (OFSDF) Application Pack and perform the required

post install configurations. You can find the latest copy of this document in OTN.

http://docs.oracle.com/cd/E60528_01/homepage.htm

Table of Contents


iii

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PREFACE ........................................................................................................................................................ 4

Audience ............................................................................................................................................................... 4

Prerequisites for the Audience ..................................................................................................................................... 4

How this Guide is Organized ................................................................................................................................. 4

Recommended Environment ................................................................................................................................. 5

Related Documents ............................................................................................................................................... 5

Conventions and Acronyms ................................................................................................................................... 5

1 OFSDF APPLICATION PACK RELEASE 8.0.3.1.0 ...................................................................................... 6

1.1 Pre Installation Requirements .................................................................................................................... 6

1.2 How to Apply This Maintenance Release? ................................................................................................. 6

1.2.1 Pre Installation Activities ................................................................................................................................ 6

1.2.2 Installing OFSDF ............................................................................................................................................ 7

1.2.3 Post Installation Steps .................................................................................................................................... 8

APPENDIX A .................................................................................................................................................. 11

Frequently Asked Questions................................................................................................................................ 11

OFSDF Pack 8.0.3.1.0 Installation Guide


4

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This document provides step-by-step instructions to install the Oracle Financial Services Data

Foundation (OFSDF) Application Pack 8.0.3.1.0 Maintenance Release.

This chapter discusses the following topics:

Audience

How this Guide is organized

Recommended Environment

Related Documents

Conventions Used

Audience

Oracle Financial Services Data Foundation (OFSDF) Applications Pack Installation Guide is

intended for administrators, and implementation consultants who are responsible for installing

and maintaining the application pack components.

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The document assumes that you have experience in installing Enterprise components and basic

knowledge about the following is recommended.

The following are the expected preparations from the administrator before starting the actual

installation:

Oracle Financial Services Advanced Analytical Applications Infrastructure pack components

OFSAA Architecture

UNIX Commands

Database Concepts

Web Server/ Web Application Server

How this Guide is Organized

The Oracle Financial Services Data Foundation Application Pack Installation Guide includes the

following topics:

OFSDF Application Pack Release 8.0.3.1.0

Appendix A



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Infrastructure application has been tested with Microsoft Internet Explorer™ browser. For best

viewing of Infrastructure pages, set the screen resolution to a minimum resolution of 1024 x 768

pixels.

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For more information, refer the Oracle Financial Services Data Foundation Application Pack

8.0.3.0.0 documents available in OTN.

Oracle Financial Services Data Foundation Release 8.0.3.0.0 User Guide

Oracle Financial Services Analytical Applications Infrastructure User Guide (OTN library)

Oracle Financial Services Analytical Applications Infrastructure Installation Guide (OTN library)

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Conventions Description

Actions are indicated in Bold.

Command or query is indicated in Courier New font.

AIX Advanced Interactive eXecutive

OFSAAI Oracle Financial Services Analytical Applications Infrastructure

OFS AAAI Oracle Financial Services Advanced Analytical Applications Infrastructure

Application Pack

OFSDF Oracle Financial Services Data Foundation Application Pack

RHEL Red Hat Enterprise Linux

IR Minor Release

ML Maintenance Level

Atomic Schema Database schema where the application data model is uploaded.

Config Schema Database schema which contains setup related configurations and metadata.






6

11 OOFFSSDDFF AApppplliiccaattiioonn PPaacckk RReelleeaassee 88..00..33..11..00

This Maintenance Release of OFSDF Application Pack is cumulative and includes all

enhancements and bug fixes done since the OFSDF Application Pack v8.0.3 General Availability

(GA) release. For more information, refer the Oracle Financial Services Data Foundation

Application Pack Installation Manual Release 8.0.3.1.0 in the OTN.

11..11 PPrree IInnssttaallllaattiioonn RReeqquuiirreemmeennttss

You should have OFSDF pack 8.0.3.0.0 GA as the minimum patch set level.

NOTE: You can refer to Technology Matrix, for Hardware and Software Requirements.

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The configuration file (Params.conf) should be updated before triggering the installation.

Params.conf file is available in the path /OFS_BFND_PACK/OFS_BFND/conf

Following are the input parameters for Params.conf file:

Model Upload Process: Input values required are 0/1

0 indicates Skip Model upload process

1 indicates Trigger Model Upload

If the value is 1, then next option is to select the option of type of Model upload:

0 indicates Released Data Model

1 indicates Customized Data Model

If the value is 1, then provide the inputs for Data Model name and the path of Data Model.

NOTE: If you have selected Released Data Model, model upload will be performed during

installation. While upgrading from 8.0.3 to 8.0.3.1.0, in case the model upload fails due to

any database issues, run the script file OFS_BFND_Rollback.sql, which is available at

the path: /OFS_BFND_PACK/OFS_BFND/Rollback/ manually in atomic schema before

retriggering the installer.





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11..22..22 IInnssttaalllliinngg OOFFSSDDFF

Refer to the following instructions to download, extract, install, and configure this Maintenance

Release.

1. Login to https://support.oracle.com/ and search for Bug# 25260082 under the Patches

& Updates tab.

2. Download the OFSDF Application Pack v8.0.3.1.0 ML archive file and copy it to your

OFSAA server in Binary mode.

NOTE: The archive files are different for every operating system like AIX, Solaris, and

RHEL/Oracle Linux.

3. Log in to the OFSAA Server.

4. Shut down all the OFSDF Services. For more information, refer to the Start/Stop

Infrastructure Services section in Oracle Financial Services Data Foundation

Installation Manual Release 8.0.3.1.0 in OTN documentation library.

5. Execute the following command:

chmod -R 750 $FIC_HOME

6. If you have Unzip utility, skip to the next step. Download the Unzip utility (OS specific)

unzip_<os>.Z from the location https://updates.oracle.com/unzips/unzips.html and

copy it in Binary mode to the directory that is included in your PATH variable, typically

$HOME path or directory in which you have copied the 8.0.3.1.0ML.

7. Uncompress the unzip installer file using the command:

uncompress unzip_<os>.Z

NOTE: In case you notice an error message “uncompress: not found [No such file

or directory]” when the package is not installed, contact your UNIX

administrator.

8. Give EXECUTE permission to the file using the command:

chmod 751 OFS_BFND_8.0.3.1.0_<OperatingSystem>.zip.

9. Extract the contents of the 8.0.3.1.0ML archive file using the command:

unzip_<os> -a <name of the file to be unzipped>

NOTE: Rename or remove the existing OFSAA Application Pack folder from the

OFSAA server prior to extracting the contents from the release archive (.zip).

For example: For this release when extracted from the archive creates a

folder with name OFS_BFND_PACK. Rename or remove if a folder with the

same name exists in the path where the release archive is copied.

https://support.oracle.com/


https://updates.oracle.com/unzips/unzips.html



8

NOTE: The above “-a” option is mandatory to unzip the archive file. For example:

unzip_aix -a OFS_BFND_8.0.3.1.0_<OperatingSystem>.zip

10. Give EXECUTE permission to the maintenance release archive file. Navigate to the

path where OFS_BFND_8.0.3.1.0_<OperatingSystem>.zip is extracted and

execute the following command:

chmod 750 OFSAAIUpdate.sh

11. Execute OFSAAIUpdate.sh file using the following command.

./OFSAAIUpdate.sh

12. Verify if the ML is applied successfully by checking the log file generated in the

installation folder. Logs can be found in /OFS_BFND_PACK/logs and

/OFS_BFND_PACK/OFS_BFND/logs folder. You can ignore ORA-00001, ORA-00955,

ORA-02260, and ORA-01430 errors in the log file. In case of any other errors, contact

Oracle Support.

13. For more information on securing your OFSAA Infrastructure, refer to the Security

Guide in OTN Library.

14. Add umask 0027 in the .profile of the UNIX account which manages the WEB

server to ensure restricted access permissions.

15. After the successful installation of the ML, restart all the OFSAAI services. For more

information, refer to the Start/Stop Infrastructure Services section in Oracle Financial

Services Data Integration Installation Manual Release 8.0.2

11..22..33 PPoosstt IInnssttaallllaattiioonn SStteeppss

Following are the post installation steps that need to be performed.

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1. After successful installation, follow these steps:

1. Clear the application cache. Navigate to the following path depending on the

configured web application server and delete the files.

Tomcat:

<Tomcat installation folder>/work/Catalina/localhost/<Application

name>/org/apache/jsp

WebLogic:

<Weblogic installation location>/domains/<Domain name>/servers/<Server

name>/tmp/_WL_user/<Application name>/<auto generated folder>/jsp_servlet


http://docs.oracle.com/cd/E60528_01/books/DIH/OFSDI_8%200%202%200%200_Installation_Guide.pdf

http://docs.oracle.com/cd/E60528_01/books/DIH/OFSDI_8%200%202%200%200_Installation_Guide.pdf



9

Websphere:

<Websphere installation directory>/AppServer/profiles/<Profile

name>/temp/<Node name>/server1/<Application name>/<.war file name>

2. Add umask 0027 in the .profile of the UNIX account which manages the WEB server to

ensure restricted access permissions.

3. Perform the necessary additional configuration as mentioned in Additional Configurations

section.

4. Download and install the one-off patch 25881200 to remove duplicate class files from

MDR.jar.

5. Generate the application EAR/WAR file and redeploy the application onto your configured

web application server. For more information on generating and deploying EAR / WAR file,

refer to the Post Installation Configuration section in Oracle Financial Services Advanced

Analytical Applications Infrastructure Application Pack Installation and Configuration Guide.

6. After the successful installation of the release, restart all the OFSAAI services. For more

information, refer to the Start/Stop Infrastructure Services section Oracle Financial Services

Advanced Analytical Applications Infrastructure Application Pack Installation and

Configuration Guide.

7. If you are having DIH application installed in the same infodom, execute the following query

to resolve the bug # 25264798, before ADI refresh in DIH.

UPDATE REV_TABLE_LOG_CLASS_ASMNT SET CLASSIFICATION_VALUE ='Transition

Matrix' WHERE TABLE_NAME = 'FCT_TRANSITION_MATRIX'

NOTE: After each model upload, this step needs to be repeated.

11..22..33..22 OOFFSSDDFF RReellaatteedd PPoosstt IInnssttaallllaattiioonn AAccttiivviittiieess

Data Model Change Verification

As part of Data Model changes, it was mandatory not to have data in following Actual tables.

Installer had taken a backup of Actual tables and deleted the contents of Actual tables as part

of pre-scripts. The same data would have been restored automatically to the Actual tables

and dropped backup tables as part of Post-scripts.

NOTE: Ensure the following listed Backup tables are not present in the upgraded environment. If

any _803 table exists, load the data from the Backup table to the respective Actual table.

Backup Table Name Actual Table Name

FSI_PARTY_STD_PARTY_MAP_803 FSI_PARTY_STD_PARTY_MAP








10

FCT_IFRS_ACCOUNT_SUMMARY_803 FCT_IFRS_ACCOUNT_SUMMARY

FCT_IFRS_STAGE_DETER_803 FCT_IFRS_STAGE_DETERMINATION

FCT_REG_CAP_ACCT_SUMMARY_803 FCT_REG_CAP_ACCOUNT_SUMMARY

FCT_REG_CAP_PLCD_COLL_SUM_803 FCT_REG_CAP_PLCD_COLL_SUMMARY

FCT_REG_CAP_POOL_SUMMARY_803 FCT_REG_CAP_POOL_SUMMARY

FCT_REG_COUNTERPARTY_CVA_803 FCT_REG_COUNTERPARTY_CVA

FCT_REG_CP_CAPITAL_SUMMARY_803 FCT_REG_CP_CAPITAL_SUMMARY

FCT_REG_LE_CAPITAL_SUMMARY_803 FCT_REG_LE_CAPITAL_SUMMARY

FCT_REG_OR_CAPITAL_SUMMARY_803 FCT_REG_OR_CAPITAL_SUMMARY

FCT_REG_RUN_LEGAL_ENT_MAP_803 FCT_REG_RUN_LEGAL_ENTITY_MAP

Change ICC Ownership

All the seeded Batches in OFSDF Applications Pack will be automatically assigned to SYSADMN

user during Installation. If one user who wants to see the Batches in Batch Maintenance Menu,

He needs to execute the following Queries in Config Schema of the Database.

Syntax:

begin

AAI_OBJECT_ADMIN.TRANSFER_BATCH_OWNERSHIP ('fromUser','toUser','infodom');

end;

OR

begin

AAI_OBJECT_ADMIN.TRANSFER_BATCH_OWNERSHIP ('fromuser','touser');

end;

Where from User indicates the user who currently owns the batch, to User indicated the user to

which the ownership has to be transferred. Infodom is optional parameter, if specified the

ownership of batches pertaining to that Infodom will be changed.

Eg.

begin

AAI_OBJECT_ADMIN.TRANSFER_BATCH_OWNERSHIP

('SYSADMN','FSDFOP','OFSBFNDINFO’);

end;



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Environment Check- As part of environment check, it performs Java validation, Environment

Variables validation, OS specific validation, DB specific validation, and it shuts down all OFSAAI

Services (Infrastructure Server, ICC Server, and back-end services).

Post Install check- As part of Post install check, it checks if OFSAAI services can be successfully

started.

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OFSAAI now supports ERwin version 9.6 generated XMLs in addition to ERwin 9.5, ERwin 9.2, ERwin

4.1, ERwin 7.1, ERwin 7.3 generated XML files.

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By default, the log level is set as INFO. You need to manually change it to Debug to view the log files in

debug level. Based on your requirement, you can change the log level to Warn, Error, or Fatal as well.

1. Navigate to $FIC_HOME/conf in the APP layer of your OFSAAI installation.

Change the priority value to Debug in the RevLog4jConfig.xml file.

For example:

<root>

<priority value ="debug" />

<appender-ref ref="ConsoleAppender1"/>

</root>

Change the value of LOGGERLEVEL in the DynamicServices.xml file from 20 to 0. (20 is the

value for Info and 0 for Debug.)

NOTE: For multi-tier installation, you need to change the log level to Debug in the

DynamicServices.xml and RevLog4jConfig.xml files, which are present in

$FIC_APP_HOME/conf, $FIC_DB_HOME/conf, and $FIC_WEB_HOME/conf as well.

Navigate to $FIC_WEB_HOME/webroot/conf and change the priority value to Debug in the

ExportLog4jConfig.xml , MDBLogger.xml, and PR2Logger.xml files for viewing log files

in Debug level for the modules Archive/Restore, Metadata Browser and RRF respectively.

Generate the application EAR/WAR file and redeploy the application onto your configured web

application server. For more information on generating and deploying EAR / WAR file, refer to the



12

Post Installation Configuration section in OFS Advanced Analytical Applications Infrastructure

Application Pack Installation and Configuration Guide – Release 8.0.

2. Restart the OFSAAI Services (APP and WEB). For more information, refer to the Start/Stop

Infrastructure Services section in OFS Advanced Analytical Applications Infrastructure Application

Pack Installation and Configuration Guide – Release 8.0.






13

OFS Data Foundation Application Pack

8.0.3.1.0 Installation Guide

Oracle Corporation

World Headquarters

500 Oracle Parkway

Redwood Shores, CA 94065

U.S.A.

Worldwide Inquiries:

Phone: +1.650.506.7000

Fax: +1.650.506.7200

www.oracle.com/us/industries/financial-services/

Copyright © 2016 Oracle Financial Services Software Limited. All rights reserved.

No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means, electronic, mechanical, photographic,

graphic, optic recording or otherwise, translated in any language or computer language, without the prior written permission of Oracle Financial Services Software

Limited.

Due care has been taken to make this 8.0.3.1.0 Installation Guide and accompanying software package as accurate as possible. However, Oracle Financial Services

Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user

by the direct or indirect use of this 8.0.3.1.0 Installation Guide and the accompanying Software System. Furthermore, Oracle Financial Services Software Limited

reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of Oracle Financial Services Software Limited to notify

any person of such revision or changes.

All company and product names are trademarks of the respective companies with which they are associated.

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